Senior Relationship Manager - Relationship Excellence

Brown Brothers Harriman; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Brown Brothers Harriman (BBH) in New York City seeks a Senior Relationship Manager to lead Relationship Excellence and drive new business development across LATAM. The role focuses on expanding client relationships with senior executives, delivering strategic solutions, and ensuring client satisfaction while maximizing profitability.

You will develop effective client relationships, sell existing and new BBH products to LATAM clients, and lead deal teams to integrate market insights into client

Qualifications

• Excellent client-facing and presentation skills.
• Consultative, strategic relationship management and sales experience.
• Knowledge of ETF and alternative fund servicing market.
• Ability to gain trust at senior levels and drive cross-functional collaboration.
• Understand regulatory and market forces affecting asset management.

Responsibilities

• Develop effective relationships with senior leaders to ensure satisfaction and profitability.
• Sell existing and new BBH products to LATAM clients.
• Lead or contribute to deal teams to integrate insights into client plans.
• Drive insight-led selling and translate market messaging for clients.
• Expand BBH brand and cross-product breadth within client portfolios.

Skills

Client-facing skills

Presentation skills

Relationship management

Sales experience

Strategic thinking

Team collaboration

Job description

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Senior Relationship Manager - Relationship Excellence (New York City)

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

Brown Brothers Harriman is currently recruiting a Senior Relationship manager to join our Relationship Excellence team. The Senior Relationship Manager (RM) has dual responsibility for relationship excellence and new business development. The Sr. RM is responsible for increasing relationship penetration with existing clients and selling white zone products to prospective clients within Latin America. Additionally, the Sr. RM is responsible for ensuring satisfaction with current BBH products and services while maximizing profitability and increasing product breadth with clients

Some Of Your Key Responsibilities Include

Relationship Excellence (RE)

• Ensure the delivery of relationship excellence to a designated client base in Latin America.
• Develop effective and strategic relationships with the most senior levels of client organizations to ensure satisfaction with current BBH products and services while maximizing profitability and increasing product breadth.
• Monitor operational issues and follow through on effective problem resolution through deep collaboration with across the BBH organization.

Business Development

• Responsible for increasing relationship penetration by selling existing and new products across the client portfolio and to prospective clients in Latin America.
• Adopt and embed BBH’s relationship management philosophy to drive insight-led selling.
• Delivers new revenue objectives from existing clients based on strong commercial insights on trends in the industry, regulatory changes, client investment strategy, and LATAM market developments.
• Translate & customize key market, strategy and regulation messaging for the client, to generate insights and opportunities to demonstrate BBH value
• Integrate product, market and client insights to drive competitive differentiation.
• Lead and/or contribute pro-actively to deal teams to ensure effective integration of client and LATAM market insights into client plans and relevant marketing materials
• Identify and coordinate innovative and integrated solutions to address clients' strategic challenges using multiple BBH products and services.
• Maintain strong visibility in industry and LATAM market – strengthen BBH brand by expanding personal and BBH network

Risk Management

• Ensures the achievement of bi-directional trust with our clients.
• Collaborates with our risk & compliance functions to ensure regulatory and Firm requirements are fulfilled, including requirements relevant to LATAM client relationships and business activity.

Coaching/Staff Supervision

• May manage a small team of analysts. This involves assigning/reviewing work, conducting performance reviews, and providing developmental opportunities through coaching and training

Experience Required

• Strong understanding and network within ETF and / or Alternative fund servicing market.
• Excellent client-facing skills and presentation skills
• Knowledge of the regulatory environment and other external market forces impacting the asset management and financial institution industries
• Consultative, strategic relationship management & sales experience, approach and methodology
• A credible executive able to gain the confidence and trust at the highest levels within our industry
• Promotes desired culture and associated best practices
• Ability to successfully operate within a team